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Basic requirements for creating a campaign

A campaign is a G2D document used for planning and executing multi-channel, multi-variate marketing efforts.

The end-result of executing a campaign is a data file that can be used for:

  • Auto-email sending
  • Adhoc email sending
  • Direct mail
  • Telemarketing
  • Raw data for reporting or analytical purposes

In order to execute a campaign, there are some basic items you will need. Campaigns can become somewhat complicated when using functionality such as variables, cell, event triggers, and multi-track and tactic communication. For the purposes of this article, requirements for a basic campaign are listed below. The G2D support team can assist you when requirements of a campaign become more complicated.

  • Start date
    • A date/time set earlier than when the start track begins, or when a campaign is started manually for adhoc data output.
  • End date
    • The date when you want the campaign to end. Used for short run auto-campaigns, or for adhoc campaigns that run once. End date is typically unchecked for ongoing auto-campaigns
  • Campaign key
    • The unique data column of the table to which the resolution of the audience of the campaign is set. These unique columns are preset and visible when you click in the campaign key field
  • Tactic
    • At lease one tactic must be set. Each tactic must contain:
      • Creative name
      • FTP destination
      • File name (using proper prefix based on history destination)
      • File header checked or unchecked (based on history destination)
      • Fields (using proper template based on table resolution and history)
      • User defined field values within the field template
  • Audience*
    • Inclusions - defines those who should receive the marketing effort.
    • Exclusions - defines those who should not receive the marketing effort.
  • Tracks
    • Start track - when to start the campaign and define data flow
    • Implement track - what tactic to implement
    • Exit track - collects implemented data

*Typically, the audience of a campaign becomes the most complicated aspect. We recommend creating the audience in a separate segment document and saving it as a template. Segment documents provide more flexibility when creating "what if" scenarios as you define your audience.

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